Upexi, Inc.
UPXI- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001775194
No open-market purchases or sales by Upexi, Inc. insiders were filed in the last 90 days; 47 institutions reported holding it in 13F filings for Q2 2026, worth $10.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Upexi, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 47
- −8 vs. Q1 2026
- Shares held
- 13.0M
- −1.71M (−11.6%) vs. Q1 2026
- Total value
- $10.2M
- −$4.29M (−29.5%) vs. Q1 2026
- New holders
- 10
- 16 more added
- Sold out
- 18
- 11 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPXI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 47 | $10.2M |
| Q1 2026 | 55 | $14.5M |
| Q4 2025 | 65 | $30.1M |
| Q3 2025 | 69 | $89.1M |
| Q2 2025 | 30 | $19.9M |
| Q1 2025 | 6 | $28.3K |
| Q4 2024 | 7 | $55.7K |
| Q3 2024 | 8 | $68.5K |
| Q2 2024 | 14 | $240.3K |
| Q1 2024 | 16 | $439.6K |
| Q4 2023 | 19 | $876.8K |
| Q3 2023 | 13 | $1.05M |
| Q2 2023 | 15 | $1.37M |
| Q1 2023 | 12 | $1.14M |
| Q4 2022 | 17 | $1.09M |
| Q3 2022 | 13 | $1.98M |
| Q2 2022 | 12 | $2.98M |
| Q1 2022 | 9 | $1.95M |
| Q4 2021 | 9 | $1.20M |
| Q3 2021 | 10 | $454.0K |
| Q2 2021 | 6 | $884.0K |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 527 | $0 | 0.00% | −1,054−66.7% | Reduced |
| Royal Bank of Canada | 80 | $0 | 0.00% | +10+14.3% | Added |
| Optiver Holding B.V. | 4 | $3 | 0.00% | +4 | New |
| Jones Financial Companies LLLP | 67 | $56 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $89 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 390 | $306 | 0.00% | +390 | New |
| Catherine Avery Investment Management LLC | 500 | $392 | 0.00% | +500 | New |
| Tower Research Capital LLC (TRC) | 675 | $529 | 0.00% | +675 | New |
| SBI Securities Co., Ltd. | 1,581 | $1.24K | 0.00% | −185−10.5% | Reduced |
| JPMorgan Chase & Co | 4,435 | $3.68K | 0.00% | +4,435 | New |
| Mariner, LLC | 10,005 | $7.85K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,067 | $7.89K | 0.00% | −3,200−24.1% | Reduced |
| Private Advisor Group, LLC | 10,475 | $8.21K | 0.00% | −1,050−9.1% | Reduced |
| Deutsche Bank AG | 11,400 | $8.89K | 0.00% | +11,400 | New |
| Stratos Wealth Partners, LTD. | 13,300 | $10.4K | 0.00% | +13,300 | New |
| SG Americas Securities, LLC | 14,427 | $11.0K | 0.00% | +14,427 | New |
| J.W. Cole Advisors, Inc. | 14,800 | $11.6K | 0.00% | −300−2.0% | Reduced |
| Summit Financial, LLC | 15,000 | $11.8K | 0.00% | +1,500+11.1% | Added |
| Smith Thornton Advisors LLC | 17,500 | $13.3K | 0.01% | +6,500+59.1% | Added |
| Vanguard Global Advisers, LLC | 18,514 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,207 | $19.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 27,166 | $21.3K | 0.00% | +20,066+282.6% | Added |
| Commonwealth Equity Services, LLC | 33,125 | $26.0K | 0.00% | +500+1.5% | Added |
| Millington Financial Advisors, LLC | 40,000 | $32.2K | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 52,768 | $41.4K | 0.00% | +4,698+9.8% | Added |
| Goldman Sachs Group Inc | 68,378 | $53.6K | 0.00% | +46,187+208.1% | Added |
| Virtu Financial LLC | 70,642 | $55.0K | 0.00% | +70,642 | New |
| Pinnacle Financial Partners, Inc. | 70,720 | $55.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 77,738 | $61.0K | 0.00% | +24,885+47.1% | Added |
| Citigroup Inc | 79,135 | $62.1K | 0.00% | +79,130+1,582,600.0% | Added |
| Citadel Advisors LLC | 100,402 | $78.7K | 0.00% | +100,402 | New |
| Northern Trust Corp | 117,311 | $92.0K | 0.00% | +9,091+8.4% | Added |
| J. Derek Lewis & Associates Inc. | 125,000 | $98.0K | 0.02% | +28,000+28.9% | Added |
| HRT Financial LP | 142,525 | $111.0K | 0.00% | −275,324−65.9% | Reduced |
| Jane Street Group, LLC | 191,536 | $150.2K | 0.00% | +841+0.4% | Added |
| State Street Corp | 192,022 | $150.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 229,653 | $180.1K | 0.00% | +110,199+92.3% | Added |
| UBS Group AG | 232,206 | $182.0K | 0.00% | −533,570−69.7% | Reduced |
| Millennium Management LLC | 271,216 | $212.7K | 0.00% | −22,968−7.8% | Reduced |
| Vanguard Fiduciary Trust Co | 311,362 | $244.1K | 0.00% | −16,621−5.1% | Reduced |
| Geode Capital Management, LLC | 582,895 | $457.4K | 0.00% | +44,378+8.2% | Added |
| Susquehanna International Group, LLP | 703,129 | $551.4K | 0.00% | +4,401+0.6% | Added |
| Advisor Group Holdings, Inc. | 770,236 | $600.8K | 0.00% | −5,626−0.7% | Reduced |
| BlackRock, Inc. | 888,906 | $697.1K | 0.00% | +207,598+30.5% | Added |
| MMCAP International Inc. SPC | 2,326,777 | $1.82M | 0.15% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 2,409,720 | $1.89M | 0.00% | −972,882−28.8% | Reduced |
| Arrington Capital Management, LLC | 2,760,107 | $2.16M | 2.40% | 00.0% | Unchanged |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −123,419−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −120,800−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −71,090−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −70,028−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −30,520−100.0% | Sold out |
| Shariaportfolio, Inc. | 0 | $0 | 0.00% | −27,789−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −23,169−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −56,419−100.0% | Sold out |